1:00 pm 8:00 pm Check In & Registration Ironwood Registration

Transcription

1 MONDAY, FEBRUARY 12,2018 1:00 pm 8:00 pm Check In & Registration Ironwood Registration 2:00 pm 4:00 pm PRE CONFERENCE SESSION Transformational Leadership Juniper 1 Paul Blease, Director, CEO Advisor Institute 5:30 pm 6:30 pm Cocktail Reception Ironwood 3 6:30 pm 8:45 pm WELCOME DINNER & SPEAKER Ironwood 5 Creating an Age of Abundance Peter Diamandis, Chairman and CEO, X PRIZE Foundation TUESDAY, FEBRUARY 13,2018 7:00 am 6:00 pm Registration / Information Desk Ironwood Registration 7:00 am 8:00 am Breakfast Ironwood 3 8:00 am 9:00 am GENERAL SESSION Ironwood 5 The Future of Wealth Management I-W David Kowach, President and Head of Wells Fargo Advisors 9:00 am 9:15 am Refreshment Break Ironwood 3 9:15 am 10:05 am CONCURRENT BREAKOUTS Team Development: Creating an Elite Wealth Management Practice Starvine 10 Moderated By: Craig Pfeiffer, President & CEO, Money Management Institute Mary Ellen Garrett, Merrill Lynch Wealth Management Andrew Worthington, UBS Financial Services The Demand for Digital Experience: Incorporating Ironwood 8 Technology into Your Business I-W Moderated By: Kimberly Ta, Senior Vice President, Director of Teams and Succession Planning Wells Fargo Advisors Andrew Altfest, Altfest Personal Wealth Management Seth Coren, Morgan Stanley Private Wealth Management Stewart Mather, The Mather Group, LLC

2 TUESDAY, FEBRUARY 13,2018 9:15 am 10:05 am CONCURRENT BREAKOUTS CONT D EQ: The Key Ingredient in the Financial Services Industry Juniper 1 Anne Loehr, Founder, Anne Loehr & Associate Best Practices for Trading ETFs and Understanding Liquidity CFP I-W Juniper 2/3 David LaValle, US Head of ETF Capital Markets, State Street Global Advisors 2018 A Year for Long Term Investing CFP I-W Juniper 4 David Bianco, Chief Investment Strategist, Americas, Deutsche Asset Management 10:05 am 10:30 am Networking Break Ironwood 3 10:30 am 11:20 am CONCURRENT BREAKOUTS Lessons in Leadership: The Biggest Mistakes We ve Made Starvine 10 Moderated by : Ray Sclafani, CEO, Clientwise Drew Freides, UBS Private Wealth Management Peg Moore, Wells Fargo Advisors Bob Waldele, Merrill Lynch Wealth Management Finding, Hiring and Developing Top Level Talent Ironwood 8 Deborah Montaperto, Morgan Stanley Private Wealth Management Jeffrey Price, Merrill Lynch Wealth Management Capitalizing on Change: The Evolution of the Juniper 1 Advisory Value Proposition Mark Curtis, Graystone Consulting, a business of Morgan Stanley Positioning a Portfolio Ahead of In lation CFP I-W Juniper 2/3 Geert Rouwenhorst, Robert B. and Candice J. Haas Professor of Corporate Finance, Deputy Director of the International Center for Finance Professor of Finance, Yale School of Management Delivering Advisor s Alpha: Best Practices for Juniper 4 Thriving in a Fiduciary Environment I-W Maria Quinn, National Speakers & Advisor Education Specialist, Vanguard 11:20 am 11:35 am Refreshment Break Ironwood 3

3 TUESDAY, FEBRUARY 13, :35 am 12:25 pm GENERAL SESSION Ironwood 5 Analyzing the Record High Market: Risk Blindness and Greed CFP I-W Moderated by: Audree Begay, Ameriprise Financial Christopher Davis, Chairman and Portfolio Manager, Davis Advisors Duy Nguyen, Portfolio Manager and Chief Investment Of icer, Invesco Global Solutions Development & Implementation 12:25 pm 1:30 pm LUNCH Ironwood 5 1:30 pm 1:45 pm Refreshment Break Ironwood 3 1:45 pm 2:35 pm CONCURRENT BREAKOUTS Establishing Internal Trust: Giving and Receiving Feedback and Starvine 10 Creating a Dialogue Around Con lict Judy Beatrice, Executive Leadership Consultant, Hyperion 360 Solutions Creating a Business Structure to Prepare for the Next Generation Ironwood 8 James Oberheide, Morgan Stanley Private Wealth Management Brandon Schlesinger, Morgan Stanley Private Wealth Management Interchangeable Advice: How to Adapt Clients to a Newly Formed Team Juniper 1 Rachel Gottlieb, UBS Financial Services William Rose, UBS Financial Services The Future of International Investing CFP I-W Juniper 2/3 Sunder Ramkumar, Senior Manager, Client Analytics, American Funds part of Capital Group Mindful Leadership: Managing Energy for Peak Performance Juniper 4 Kristen Brogan, Chief Nutrition Of icer, On Target Living 2:35 pm 3:00 pm Networking Break Ironwood 3 3:00 pm 3:50 pm CONCURRENT BREAKOUTS Running Your Business as a CEO Starvine 10 Steve Cassaday, Cassaday & Company, Inc. Peter Izzo, Merrill Lynch Wealth Management

4 TUESDAY, FEBRUARY 13,2018 3:00 pm 3:50 pm CONCURRENT BREAKOUTS CONT D Setting a Long Term Business Strategy for Organic Growth I-W Ironwood 8 Moderated by: Kim Jenson, Chief Operating Of icer, Raymond James Richard Jones, Merrill Lynch Private Banking & Investment Group Steven Weber, Morgan Stanley Private Wealth Management Know More: How to Leverage Sales Intelligence for High Performance Juniper 1 Sam Richter, Founder, Know More University An Object in Motion Stays in Motion CFP I-W Juniper 2/3 Jim McDonald, Chief Investment Strategist, Northern Trust Taking your Team to New Heights: How to Build and Juniper 4 Manage an Elite Team Robert Milliman, Western Divisional Sales Manager, First Eagle 3:50 pm 4:05 pm Refreshment Break Ironwood 3 4:05 pm 5:00 pm GENERAL SESSION Ironwood 5 Powerful Portraits: An Intimate Look at Humanity and Leadership Platon, World Renowned, Award Winning Photographer, The New Yorker and Master Storyteller 5:00 pm 6:00 pm Cocktail Reception Ironwood 3 WEDNESDAY, FEBRUARY 14,2018 7:00 am 11:00 am Registration / Information Desk Ironwood Registration 7:00 am 8:00 am Breakfast Ironwood 3 8:00 am 8:50 am GENERAL SESSION Ironwood 5 Homeland Security: North Korea, Cyber Security and Other External Threats Interviewed by: Sterling Shea, Global Head of Wealth & Asset Management, Dow Jones Nicholas Burns, Former Under Secretary of State for Political Affairs, Former U.S. Ambassador to NATO and Greece 8:50 am 9:00 am Refreshment Break Ironwood 3

5 WEDNESDAY, FEBRUARY 14,2018 9:00 am 9:50 am CONCURRENT BREAKOUTS Dysfunction to Function to Family: Fostering Team Culture Ironwood 8 Peter Collazo, The Schultz Group, Morgan Stanley Private Wealth Management Amanda Molina, The Schultz Group, Morgan Stanley Private Wealth Management Frances Pina,The Schultz Group, Morgan Stanley Private Wealth Management Andrew Schultz, The Schultz Group, Morgan Stanley Private Wealth Management Chloe Stinebiser, The Schultz Group, Morgan Stanley Private Wealth Management Succession Planning: Preparing Your Team and Your Juniper 1 Clients for Transition I-W Rick Calhoun, Collins Investment Group Robert Collins, Collins Investment Group Robert Lanigan, Morgan Stanley Private Wealth Management Servicing Aging Clients: Navigating the Complexities CFP I-W Juniper 2/3 Moderated By: Bill Grous, Alex.Brown, a division of Raymond James Michael Kirvan, Merrill Lynch Wealth Management George Papadoyannis, Ameriprise Financial Ruth Transue, Wells Fargo Advisors Investing for Tomorrow: Building the Perfect Client Portfolio CFP I-W Juniper 4 Moderated By: Kevin Myeroff, NCA Financial Planners Robert Costello, Senior Investment Director, Global Investment Strategies, Putnam Investments Adam Scully Power, Vice President, Client Portfolio Manager, Global Asset Allocation and Alternative Investments, Columbia Threadneedle Investments 9:50 am 10:00 am Refreshment Break Ironwood 3 10:00 am 10:50 am CONCURRENT BREAKOUTS Team Compensation Strategies to Drive Growth and Accountability Ironwood 8 John Cianciulli, President, Team Edge Consulting Building Centers of In luence and Creating a Collaborative Network Juniper 1 for Female Leaders Justin Anderson, The W Source Hannah Buschbom, The W Source

6 WEDNESDAY, FEBRUARY 14, :00 am 10:50 am CONCURRENT BREAKOUTS CONT D Generating Referrals: Client Events and Other Juniper 2/3 Networking Best Practices Moderated by: Trish Moll, Senior Franchise Field Vice President, Ameriprise Financial Services, Inc. Philip Dallman, Baird Peter Eckerline, Merrill Lynch Wealth Management Global Investing in a Post American World CFP I-W Juniper 4 Chris Dillon, Vice President, Portfolio Specialist Fixed Income Division, T. Rowe Price Matthew Ko, Portfolio Specialist Multi Asset Division, T. Rowe Price Jason White, Vice President, Portfolio Specialist International Equity, T. Rowe Price 10:50 am 11:00 am Refreshment Break Ironwood 3 11:00 am 11:40 am GENERAL SESSION Ironwood 5 Excellence in Customer Service and How To Run a Highly Skilled Team to Deliver It Susan Salgado, Former Director of Culture and Learning, Union Square Hospitality Group, Founder, Hospitality Quotient